Custom HubSpot CRM Integration & Sales Pipeline Automation Setup

Category: Web Development

Budget: 1850–1850 USDC

We are looking for an experienced CRM specialist to configure and automate our HubSpot Sales Hub for our B2B consulting agency. Our current lead tracking is fragmented across spreadsheets, and we need a streamlined, centralized system. Key Deliverables: 1. Migrate 3,500 existing contact and company records from CSV into HubSpot with proper data cleaning and deduplication. 2. Build two customized deal pipelines (Inbound Inquiries and Enterprise Sales) with custom stages and required fields. 3. Configure automated lead assignment workflows, follow-up reminders, and nurture email sequences. 4. Integrate HubSpot with our existing tech stack, including Calendly for scheduling and Slack for instant deal notifications. 5. Provide a 1-hour recorded training session and basic SOP documentation for our 5-person sales team. Timeline: We expect this implementation to be completed within 3 to 4 weeks from kickoff. Please share relevant HubSpot certifications or past implementation case studies in your proposal.

Skills required

• HubSpot
• CRM Setup
• Workflow Automation
• Data Migration
• Zapier

Milestones are funded into USDC escrow on Polygon before work begins.